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James C

CFA®

Richmond, VA

The London Company of Virginia

James Campbell is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at The London Company of Virginia since 2010. He is based in Richmond, VA, and has been with the firm for 16 years. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, and institutional investors through various strategies focused on downside protection and risk-controlled equity selection.

Active portfolio management Concentrated stock management
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Colin K

CFA®, Series 63

Richmond, VA

The London Company of Virginia

Colin Kelly is a CFA® charterholder with six years of industry experience, currently serving as an advisor at The London Company of Virginia since 2026. He previously worked at Curi RMB Capital LLC, Curi Capital, and KDI Capital Partners, LLC. Outside of his advisory role, Kelly volunteers as an Investment Committee Member for the YMCA of the Triangle Area. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients. The firm employs a conservative, long-term, bottom-up equity approach emphasizing cash return on tangible capital and downside protection, using a proprietary balance-sheet optimization model alongside quantitative and fundamental analysis.

Active portfolio management Concentrated stock management
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Charles P

CFA®

Richmond, VA

The London Company of Virginia

Charles Perkins is a CFA® charterholder based in Richmond, VA, with six years of industry experience. He has been with The London Company of Virginia since 2019, with prior roles at PlusTick Partners and the University of Virginia Darden School of Business. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of investment vehicles, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach that combines quantitative screening with fundamental analysis and emphasizes downside protection.

Active portfolio management Concentrated stock management
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Robert W

Series 63, Series 65

Richmond, VA

The London Company of Virginia

Robert Wainscott is a financial advisor with The London Company of Virginia, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with The London Company of Virginia since 2014. Outside of his advisory role, he is a member of Posey LLC, a non-investment-related business. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutions. The firm employs a conservative, bottom-up equity process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and extensive intermediary distribution.

Active portfolio management Concentrated stock management
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Andrew W

Series 63, Series 65

Richmond, VA

The London Company of Virginia

Andrew Wetzel is a financial advisor at The London Company of Virginia with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2012. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and other institutional investors using a conservative, bottom-up equity process focused on downside protection and risk-controlled strategies.

Active portfolio management Concentrated stock management
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Torey P

CFA®, Series 63, Series 65

Dallas, TX

The London Company of Virginia

Torey Pellegrini is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2023. His prior roles include positions at Amundi Distributor US, Inc., Harbor Capital Advisors, Harbor Funds Distributors, and Pioneer Investment Management USA, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors using a conservative, bottom-up equity process focused on downside protection.

Active portfolio management Concentrated stock management
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Christopher H

CFA®

Richmond, VA

The London Company of Virginia

Christopher Harper is a CFA® charterholder with six years of experience at The London Company of Virginia. He has worked exclusively at the firm since 2014. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients using a conservative, long-term, bottom-up equity approach that incorporates quantitative screening and fundamental analysis. The firm delivers portfolio management through separately managed accounts, sub-advisory roles, and collective investment vehicles.

Active portfolio management Concentrated stock management
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Michael L

Series 63, Series 65

Richmond, VA

The London Company of Virginia

Michael Lanotte is a financial advisor at The London Company of Virginia with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity process focused on downside protection and offers multiple concentrated and international equity strategies with explicit risk controls.

Active portfolio management Concentrated stock management
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Andrew G

Series 66

Ada, MI

The London Company of Virginia

Andrew Goodenough is a financial advisor at The London Company of Virginia with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Advisors Asset Management, Inc. and Guggenheim Investments. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of investment vehicles. The firm manages approximately $14.9 billion in assets, employing a conservative, long-term, bottom-up equity approach that emphasizes balance-sheet optimization, fundamental analysis, and downside protection.

Active portfolio management Concentrated stock management
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Pranay L

CFA®, Series 63

Richmond, VA

The London Company of Virginia

Pranay Laharia is a CFA® charterholder with eight years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2026. Prior to this, he spent 13 years at Barrow Hanley Global Investors. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various channels including separately managed accounts and sub-advisory relationships. The firm employs a conservative, long-term, bottom-up equity strategy focused on cash return on tangible capital, free cash flow, and downside protection.

Active portfolio management Concentrated stock management
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Amy H

Series 65

Richmond, VA

The London Company of Virginia

Amy Hogg is a financial advisor at The London Company of Virginia with a Series 65 credential. She has one year of industry experience, including a year at JP Morgan Chase prior to joining her current firm. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various vehicles, including separately managed accounts and sub-advisory roles. The firm manages approximately $14.9 billion in assets and employs a conservative, long-term equity investment approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

Active portfolio management Concentrated stock management
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Wanxiuyuan W

CFA®, Series 63

Richmond, VA

The London Company of Virginia

Wanxiuyuan Wang is a CFA® charterholder and holds a Series 63 license with eight years of industry experience. She has been with The London Company of Virginia since 2018 and previously worked at SunTrust Robinson Humphrey from 2016 to 2018. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of platforms, managing approximately $14.9 billion in assets. The firm employs a conservative, bottom-up equity investment approach that emphasizes cash return on tangible capital, free cash flow, and downside protection.

Active portfolio management Concentrated stock management
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Alan A

CFA®, Series 63, Series 65

Tampa, FL

The London Company of Virginia

Alan Ashworth is a CFA® charterholder with 35 years of experience in the investment industry. He has been with The London Company of Virginia since 2016 and previously worked at Great Lakes Advisors, LLC, Advanced Investment Partners, and Thompson Siegel & Walmsley LLC. The London Company of Virginia manages approximately $14.9 billion in discretionary assets, serving individual and institutional clients through a variety of portfolio management strategies. The firm employs a conservative, long-term equity approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

Active portfolio management Concentrated stock management
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Samuel H

CFA®

Richmond, VA

The London Company of Virginia

Samuel Hutchings is a CFA® charterholder with 10 years of industry experience. He has been with The London Company of Virginia since 2015. The London Company of Virginia is an independent SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated and international equity strategies with explicit risk controls.

Active portfolio management Concentrated stock management
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David B

Series 65

Richmond, VA

The London Company of Virginia

David Brooks is a financial advisor at The London Company of Virginia with six years of industry experience. He holds a Series 65 designation and has worked at The London Company of Virginia since 2019. His prior experience includes positions at Luminex Trading & Analytics LLC and The Boston Company Asset Management LLC. The London Company of Virginia manages approximately $14.9 billion in discretionary assets, serving individual and institutional clients through various investment vehicles. The firm employs a conservative, long-term, bottom-up equity approach driven by proprietary balance-sheet optimization, quantitative screening, and fundamental analysis.

Active portfolio management Concentrated stock management
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Thomas M

CFA®, Series 66

Richmond, VA

The London Company of Virginia

Thomas Mcknight is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at The London Company of Virginia since 2018 and previously held positions at C&F Bank and Silvercrest Asset Management Group. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors, employing a conservative, bottom-up equity process focused on downside protection.

Active portfolio management Concentrated stock management
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Kristy C

Series 65, Series 66

Richmond, VA

The London Company of Virginia

Kristy Ciaschi is a financial advisor at The London Company of Virginia with 13 years of industry experience. She holds Series 65 and Series 66 designations and has worked at The London Company of Virginia since 2015, following a prior role at Davenport & Company LLC. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach supported by proprietary models, quantitative screening, and fundamental analysis.

Active portfolio management Concentrated stock management
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Jonathan M

CFA®, Series 63, Series 66

Richmond, VA

The London Company of Virginia

Jonathan Moody is a CFA® charterholder with 22 years of industry experience and has been with The London Company of Virginia since 2002. He holds Series 63 and Series 66 licenses and is based in Richmond, VA. Moody's career has been focused entirely at The London Company of Virginia. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity process emphasizing downside protection through quantitative screening, fundamental analysis, and risk-controlled sell discipline, offering a range of concentrated and international equity strategies.

Active portfolio management Concentrated stock management
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Stephen G

Series 65

Richmond, VA

The London Company of Virginia

Stephen Goddard, Jr. is a financial advisor at The London Company of Virginia with a Series 65 designation and three years of industry experience. Prior to joining The London Company in 2020, he worked at Bloomberg Government and held positions related to government and political campaigns. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients. The firm employs a conservative, long-term, bottom-up equity strategy focused on cash return on tangible capital, free cash flow, and downside protection.

Active portfolio management Concentrated stock management
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Jessica W

CFA®

Richmond, VA

The London Company of Virginia

Jessica Wilson is a CFA® charterholder with seven years of experience at The London Company of Virginia. She previously worked at Bank of America Merrill Lynch and held multiple roles at the University of Richmond. Outside of finance, she has been involved with L'Alouette by Christian and Buoys on Main. The London Company of Virginia is an independently owned investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors with a conservative, bottom-up equity approach focused on downside protection and risk management.

Active portfolio management Concentrated stock management
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Ross F

CFA®, Series 63

Wellesley, MA

The London Company of Virginia

Ross Frankenfield is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2025. Prior to that, he spent 19 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors through a conservative, bottom-up equity process focused on downside protection and risk management.

Active portfolio management Concentrated stock management
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Thaddeus C

CFA®

Richmond, VA

The London Company of Virginia

Thaddeus Carter is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at The London Company of Virginia, where he has worked since 2023. Prior to that, he spent nine years at Barrow, Hanley, Mewhinney & Strauss, LLC. The London Company of Virginia is an independently owned investment adviser managing approximately $16 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors. The firm employs a conservative, bottom-up equity investment process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and sector limits.

Active portfolio management Concentrated stock management
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Alexander F

CFA®

Richmond, VA

The London Company of Virginia

Alexander Fraser is a CFA® charterholder with nine years of industry experience. He has worked at The London Company of Virginia since 2018 and previously at Stifel Financial from 2016 to 2018. Fraser is based in Richmond, VA. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various vehicles, including separately managed accounts and sub-advisory relationships. The firm manages approximately $14.9 billion in assets using a conservative, long-term, bottom-up equity approach driven by fundamental analysis and a proprietary balance-sheet optimization model.

Active portfolio management Concentrated stock management
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Stephen G

CFA®, Series 63, Series 65

Richmond, VA

The London Company of Virginia

Stephen Goddard is a CFA® charterholder with 31 years of industry experience. He has been with The London Company of Virginia since 1994. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors through various investment vehicles and employs a conservative, bottom-up equity process focused on downside protection.

Active portfolio management Concentrated stock management
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Laura G

Series 65

Richmond, VA

The London Company of Virginia

Laura Gardner is a Series 65-licensed financial advisor with eight years of industry experience. She has been with The London Company of Virginia since 2011. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and a high client count per advisor supported by extensive intermediary distribution.

Active portfolio management Concentrated stock management
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Ryan H

Series 65

Richmond, VA

The London Company of Virginia

Ryan Hissey is a financial advisor at The London Company of Virginia with five years of industry experience. He holds a Series 65 credential and has worked at Southwind Capital and Davenport and Company prior to joining The London Company of Virginia in 2019. Before his financial career, he was employed by the Toronto Blue Jays Baseball organization from 2015 to 2019. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, institutions, and other clients. The firm uses a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated and international equity strategies.

Active portfolio management Concentrated stock management
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Stephen O

CFA®, Series 63, Series 65

Richmond, VA

The London Company of Virginia

Stephen Owen is a CFA® charterholder with 21 years of industry experience. He has worked at The London Company of Virginia since 2020 and previously spent 13 years at Touchstone Securities, Inc. and IFS Financial Services, Inc. in Richmond, VA. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors, employing a conservative, bottom-up equity process focused on downside protection.

Active portfolio management Concentrated stock management
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Rocco R

CFA®, Series 63

Richmond, VA

The London Company of Virginia

Rocco Ranieri is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2020. Prior to that, he spent 17 years at Harbor Capital Advisors, Inc. and Harbor Funds Distributors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated strategies with risk controls.

Active portfolio management Concentrated stock management
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Michael S

Series 63, Series 65

Boulder, CO

The London Company of Virginia

Michael Sutter is a financial advisor at The London Company of Virginia with 26 years of industry experience. He holds Series 63 and Series 65 licenses and joined his current firm in 2022. Prior to that, he worked for Columbia Threadneedle Investments from 2017 to 2021. The London Company of Virginia provides discretionary portfolio management to both individual and institutional clients through various channels, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity strategy focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

Active portfolio management Concentrated stock management
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Max G

Series 65

Richmond, VA

The London Company of Virginia

Max Gawlik is a financial advisor at The London Company of Virginia with one year of industry experience. He holds a Series 65 designation and has previous work experience outside of finance, including roles at Nike and The Pennsylvania State University. The London Company of Virginia provides discretionary portfolio management services to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach focused on cash return on tangible capital, free cash flow, and downside protection.

Active portfolio management Concentrated stock management
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Timothy M

Series 63, Series 65

Richmond, VA

The London Company of Virginia

Timothy Mccoy Jr. is a financial advisor at The London Company of Virginia with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors, employing a conservative, bottom-up equity process focused on downside protection and risk management.

Active portfolio management Concentrated stock management
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